Patrick
Falkenstein

Equitable Advisors, LLC

CRD#7822737
Investment Advisor
in Conshohocken, PA

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About this Advisor

Patrick Falkenstein is a financial advisor based in Conshohocken, Pennsylvania, working with Equitable Advisors, LLC. Patrick has previously held positions at Ufinancial Group, Aflac, Equitable Advisors, LLC, Saint Joseph's University, Rastelli's Kid Complex, and Saint Margaret's Regional School/Paul VI High School. Patrick has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Patrick is part of Equitable Advisors, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 E Ridge Pike
Conshohocken, PA 19428

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

PA Average: $7,464,549,021
Total Number of Employees

5,565

PA Average: 88
Total Number of Accounts

79,686

PA Average: 3,892
Average Account Size

$373,668

PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Falkenstein Work History

2023 - Present (1 year)

Equitable Advisors, LLC

2022 - 2023 (1 year)

Ufinanical Group

2021 - 2021 (< 1 year)

Aflac

2020 - 2021 (1 year)

Saint Joseph'S University

2019 - 2023 (4 years)

Saint Joseph'S University

2018 - 2019 (1 year)

Rastelli'S Kid Complex

2013 - 2019 (6 years)

Saint Margaret'S Regional School/ Paul Vi Highschool

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Falkenstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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